Hoxton Planning & Management’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Hoxton Planning & Management’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$569K	Buy	8,194 +789	+11%	+$51.1K	0.15%	115
2026 Q1	$409K	Buy	7,405 +1,205	+19%	+$69.7K	0.12%	127
2025 Q4	$357K	Buy	6,200 +710	+13%	+$40.9K	0.11%	137
2025 Q3	$315K	Sell	5,490 -1,396	-20%	-$77.9K	0.1%	152
2025 Q2	$371K	Sell	6,886 -3,653	-35%	-$179K	0.13%	136
2025 Q1	$492K	Buy	10,539 +4,841	+85%	+$240K	0.19%	107
2024 Q4	$283K	Buy	5,698 +332	+6%	+$16.9K	0.11%	165
2024 Q3	$263K	Buy	5,366 +733	+16%	+$34.6K	0.1%	167
2024 Q2	$216K	Sell	4,633 -91	-2%	-$4.07K	0.1%	148
2024 Q1	$213K	Buy	+4,724	New	+$201K	0.1%	150
2023 Q3	–	Sell	-5,603	Closed	-$201K	–	156
2023 Q2	$201K	Sell	5,603 -12,720	-69%	-$430K	0.12%	140
2023 Q1	$606K	Sell	18,323 -143	-0.8%	-$4.61K	0.33%	60
2022 Q4	$566K	Buy	+18,466	New	+$559K	0.3%	69

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hoxton Planning & Management's USXF Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares ESG Advanced MSCI USA ETF (USXF) stake by 11% in Q2 2026, buying an estimated $51.1K and bringing the position to 8,194 shares worth $569K. The position accounts for 0.15% of the portfolio, ranked #115.

Hoxton Planning & Management first reported a position in USXF in Q4 2022 and has held it in 13 quarters since. The position peaked at $606K in Q1 2023. 299 funds tracked by Wall St. Rank hold USXF as of Q2 2026.

Hoxton Planning & Management held 8,194 shares of iShares ESG Advanced MSCI USA ETF worth $569K as of Q2 2026.
Hoxton Planning & Management bought 789 iShares ESG Advanced MSCI USA ETF shares in Q2 2026, an estimated $51.1K.
iShares ESG Advanced MSCI USA ETF made up 0.15% of Hoxton Planning & Management's portfolio in Q2 2026, its #115 holding.
Hoxton Planning & Management first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2022 and has held it in 13 quarters since.
Hoxton Planning & Management's iShares ESG Advanced MSCI USA ETF position peaked at $606K in Q1 2023.
299 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.